How to Add FlexiFunnels Sales Data to Microsoft Excel Using Pabbly Connect

Learn how to integrate FlexiFunnels sales data into Microsoft Excel using Pabbly Connect with this detailed step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To add FlexiFunnels sales data to Microsoft Excel, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage using the URL provided.

On the homepage, you’ll find options to sign in or sign up for free. If you are a new user, click on ‘Sign Up Free’ to get 300 tasks every month. Existing users should click on ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged in, you will see the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button located at the top right corner. This is where you will set up your workflow for integrating FlexiFunnels with Microsoft Excel. using Pabbly Connect

• Enter the name for your workflow, such as ‘Add FlexiFunnels Sales Data to Microsoft Excel’.
• Select a folder for your workflow, like ‘Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is set to FlexiFunnels, while the Action will be Microsoft Excel.

3. Setting Up the Trigger for FlexiFunnels

In this step, you will set up the trigger for your workflow. Select FlexiFunnels as your trigger application and choose ‘New Purchase’ as the trigger event. This means that whenever a new purchase is made, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL is crucial as it connects your FlexiFunnels account with Pabbly Connect. Copy this webhook URL to use it in your FlexiFunnels settings.

• Log into your FlexiFunnels account.
• Navigate to the product settings and select the product you are selling.
• Set rules for the product and paste the webhook URL into the appropriate field.

After saving the settings in FlexiFunnels, return to Pabbly Connect to confirm that it is waiting for a webhook response.

4. Testing the Trigger and Setting Up the Action

To test whether the trigger is functioning correctly, make a test purchase in FlexiFunnels. Enter dummy data such as first name, last name, email address, and payment information. Once the purchase is completed, go back to Pabbly Connect to see if the response has been received.

After confirming that the webhook response has been received, proceed to set up the action. Select Microsoft Excel as your action application and choose ‘Add Row to Worksheet’ as the action event. This will allow you to add the purchase details to your Excel sheet automatically.

Connect your Microsoft Excel account to Pabbly Connect. Select the workbook where you want to add the data. Map the fields from the webhook response to the corresponding columns in Excel.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ to finalize the setup.

5. Verifying the Integration Success

After saving the action, check your Microsoft Excel sheet to verify that the new purchase data has been added successfully. You should see the details like first name, last name, email, and contact number populated in the designated columns.

To ensure everything is working, repeat the test purchase process. Each new purchase should automatically add a new row with the corresponding data in your Excel sheet. This confirms that the integration between FlexiFunnels and Microsoft Excel via Pabbly Connect is functioning correctly.

If you want to use this same workflow in your account, you can find the clone link in the description box below. This allows you to replicate the integration easily without starting from scratch.

Conclusion

In this tutorial, we explored how to add FlexiFunnels sales data to Microsoft Excel using Pabbly Connect. By following the steps outlined, you can automate the data entry process and ensure that all new purchases are recorded seamlessly in your Excel sheet. This integration enhances your workflow efficiency and reduces manual errors.